assistant relationship manager - boutique wealth and investment manager Jobs - 7
Investment Managers Assistant
Page Personnel Finance - Southampton
Employment Type : Full-Time
The Investment Managers Assistant role are responsible for actively supporting investment managers in their daily business across wide-ranging administrative and organisational functions. Providing an accurate and efficient service helps maintain a strong relationship between the investment manager and the client. Client Details Our client have a rich heritage with over 200 years. Today they are one of the UK's leading Wealth Managers, helping t...
Finance Manager
Robert Walters - M270AA
Employment Type : Full-Time
Our client is looking for a talented Finance Manager to join their rapidly expanding team. This is an exciting opportunity to be part of a company that has been lauded as one of the fastest-growing companies in the UK over recent years. As a Finance Manager, you will play a pivotal role in driving financial excellence across the organisation, working closely with the Financial Controller. You'll have the chance to make a direct impact on busines...
PA/Practice Administrator
Burgh Recruitment Ltd - London
Employment Type : Full-Time
PA / Practice Administrator - Wealth Management Location: Working from Home Hours: Full Time Salary: Up to 35,000 depending on experience Are you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload? You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The company provides bespoke financial ad...
Mortgage Administrator
Halecroft Recruitment - Altrincham
Employment Type : Full-Time
Overview We are currently recruiting for a Mortgage Administrator to join an award-winning Wealth Management business that offer quality financial planning and investment advice based in Hale, Altrincham. Office-based role: Working Hours: Mon – Fri 8.30 am – 5 pm The role Responsible for sending introductory emails to all new enquiries. Responsible for administering and progressing applications, managing leads, and liaising w...
Client Services Administrator
Burgh Recruitment Ltd - Durham
Employment Type : Full-Time
Client Services Administrator Location: Durham (DH1) Salary: 26,000 - 30,000 (depending on experience) Hours: Full Time - In office Are you an enthusiastic Client Services Administrator who could fulfil a vital support function within a busy Financial Services and Wealth Management office? This is an exciting opportunity to join a proactive and professional team at a highly respected Partner Practice of St. James’s Place Plc. The Practice offers...
Investment Secretary
eFinancialCareers - Bristol
Employment Type : Full-Time
About the Business Quilter Cheviot has a heritage that dates back to 1771. As one of the UK's largest discretionary investment management firms, Quilter Cheviot has managed bespoke investment portfolios for individuals and families for generations. Quilter Cheviot is focused on helping their clients invest for a lifetime of opportunities and challenges. Quilter Cheviot is part of Quilter, a leading provider of advice, investments and wealth mana...
State Street Trustees Limited SSTL Client Manager - Assistant Vice President
eFinancialCareers - London
Employment Type : Full-Time
Who we are looking for The UK-based SSTL Client Manager (Edinburgh or London based) will work to ensure: SSTL meets its regulatory obligations in oversight of clients Excellent levels of client satisfaction to State Street's UK depositary clients. Working in partnership with SSTL's service delivery teams and the rest of the client management team, the client manager will work to ensure excellent standards of service delivery while maintaining co...